8/15/2025 | Blue Edge Capital LLC | 16,637 | $1.25M | 0.2% | -11.5% | 0.012% | |
8/15/2025 | Captrust Financial Advisors | 67,545 | $5.06M | 0.0% | -14.6% | 0.048% | |
8/15/2025 | WFA of San Diego LLC | 3,234 | $242K | 0.2% | N/A | 0.002% | |
8/15/2025 | IHT Wealth Management LLC | 57,278 | $4.29M | 0.1% | -9.6% | 0.041% | |
8/15/2025 | Ameriprise Financial Inc. | 1,374,427 | $102.84M | 0.0% | -3.6% | 0.979% | |
8/14/2025 | NewEdge Advisors LLC | 46,953 | $3.52M | 0.0% | +46.2% | 0.033% | |
8/14/2025 | Cary Street Partners Financial LLC | 82,359 | $6.17M | 0.2% | -2.0% | 0.059% | |
8/13/2025 | EverSource Wealth Advisors LLC | 10,257 | $768K | 0.0% | -7.0% | 0.007% | |
8/13/2025 | IAG Wealth Partners LLC | 183,352 | $13.73M | 1.8% | +8.0% | 0.131% | |
8/13/2025 | Nicolet Bankshares Inc. | 16,831 | $1.26M | 0.2% | N/A | 0.012% | |
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8/13/2025 | Isthmus Partners LLC | 82,977 | $6.21M | 0.7% | +4.4% | 0.059% | |
8/13/2025 | Fisher Asset Management LLC | 5,035 | $377K | 0.0% | N/A | 0.004% | |
8/13/2025 | Wealthquest Corp | 1,105,765 | $82.81M | 6.5% | +1.9% | 0.788% | |
8/13/2025 | Virtue Capital Management LLC | 21,484 | $1.61M | 0.3% | -16.3% | 0.015% | |
8/12/2025 | FreeGulliver LLC | 96,288 | $7.21M | 3.3% | +0.8% | 0.069% | |
8/12/2025 | Weitzel Financial Services Inc. | 667,792 | $51.52M | 21.8% | +2.3% | 0.476% | |
8/12/2025 | Jaffetilchin Investment Partners LLC | 522,108 | $39.10M | 2.6% | +1.2% | 0.372% | |
8/12/2025 | JPMorgan Chase & Co. | 288,606 | $21.61M | 0.0% | +7.6% | 0.206% | |
8/11/2025 | Synergy Investment Management LLC | 5,925 | $444K | 0.3% | +4.8% | 0.004% | |
8/11/2025 | Root Financial Partners LLC | 16,137 | $1.21M | 0.1% | -3.7% | 0.011% | |
8/11/2025 | Western Wealth Management LLC | 126,033 | $9.44M | 0.6% | +3.3% | 0.090% | |
8/8/2025 | L & S Advisors Inc | 13,572 | $1.02M | 0.1% | +10.0% | 0.010% | |
8/7/2025 | Winch Advisory Services LLC | 581,248 | $43.53M | 10.6% | -0.5% | 0.414% | |
8/7/2025 | Hughes Financial Services LLC | 1,610,303 | $123.37M | 21.2% | +8.7% | 1.146% | |
8/5/2025 | Fourth Dimension Wealth LLC | 167,751 | $12.56M | 5.3% | +11.2% | 0.119% | |
8/5/2025 | Westside Investment Management Inc. | 30,260 | $2.27M | 0.4% | +5.1% | 0.022% | |
8/4/2025 | Roble Belko & Company Inc | 342,064 | $25.62M | 3.7% | +153.1% | 0.243% | |
8/1/2025 | FSA Advisors Inc. | 2,791 | $209K | 0.2% | N/A | 0.002% | |
8/1/2025 | Zhang Financial LLC | 254,896 | $19.09M | 0.9% | -4.4% | 0.181% | |
7/31/2025 | Sentinel Trust Co. LBA | 18,957 | $1.42M | 0.2% | -10.8% | 0.013% | |
7/31/2025 | BIP Wealth LLC | 260,367 | $19.50M | 1.2% | +9.8% | 0.185% | |
7/31/2025 | Moloney Securities Asset Management LLC | 211,960 | $15.87M | 2.0% | -0.2% | 0.151% | |
7/30/2025 | Cullen Frost Bankers Inc. | 749 | $56K | 0.0% | N/A | 0.001% | |
7/29/2025 | Woodard & Co. Asset Management Group Inc. ADV | 745,693 | $55.85M | 10.3% | +0.4% | 0.531% | |
7/29/2025 | Private Trust Co. NA | 14,314 | $1.07M | 0.1% | -10.0% | 0.010% | |
7/28/2025 | Rosenberg Matthew Hamilton | 783,651 | $58.69M | 13.6% | +14.3% | 0.558% | |
7/25/2025 | Orca Investment Management LLC | 29,101 | $2.18M | 2.0% | -20.6% | 0.021% | |
7/24/2025 | Trust Co. of Toledo NA OH | 609 | $46K | 0.0% | N/A | 0.000% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 6,546 | $490K | 0.0% | -51.5% | 0.005% | |
7/22/2025 | Evensky & Katz LLC | 152,444 | $11.42M | 0.7% | +7.4% | 0.109% | |
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7/21/2025 | Quent Capital LLC | 31,050 | $2.33M | 0.2% | -2.1% | 0.022% | |
7/21/2025 | AIFG Consultants Ltd. | 9,750 | $730K | 1.4% | -79.8% | 0.007% | |
7/21/2025 | Exchange Capital Management Inc. | 102,545 | $7.68M | 1.1% | +7.3% | 0.073% | |
7/18/2025 | Astor Investment Management LLC | 284,750 | $21.33M | 11.5% | -9.6% | 0.203% | |
7/18/2025 | Vigilare Wealth Management | 6,862 | $514K | 0.2% | +16.4% | 0.005% | |
7/17/2025 | Greenleaf Trust | 50,465 | $3.78M | 0.0% | -12.9% | 0.036% | |
7/17/2025 | Janney Montgomery Scott LLC | 10,148 | $760K | 0.0% | +134.0% | 0.007% | |
7/16/2025 | Vestia Personal Wealth Advisors | 6,166 | $462K | 0.3% | -6.1% | 0.004% | |
7/15/2025 | RVW Wealth LLC | 312,454 | $23.40M | 2.0% | -68.6% | 0.222% | |
7/14/2025 | Farmers & Merchants Investments Inc. | 500 | $37K | 0.0% | N/A | 0.000% | |
7/11/2025 | Farther Finance Advisors LLC | 224,818 | $16.84M | 0.3% | +34.4% | 0.160% | |
7/9/2025 | Emprise Bank | 16,915 | $1.27M | 0.6% | N/A | 0.012% | |
7/8/2025 | Arlington Trust Co LLC | 10,381 | $777K | 0.2% | -6.2% | 0.007% | |
7/8/2025 | Partnership Wealth Management LLC | 5,201 | $390K | 0.3% | +12.2% | 0.004% | |
7/8/2025 | Parallel Advisors LLC | 249,215 | $18.66M | 0.4% | -4.0% | 0.177% | |
7/2/2025 | LVM Capital Management Ltd. MI | 60,298 | $4.52M | 0.5% | -1.0% | 0.043% | |
5/16/2025 | Great Lakes Advisors LLC | 188,692 | $12.83M | 0.1% | -13.8% | 0.135% | |
5/16/2025 | NewEdge Advisors LLC | 32,114 | $2.18M | 0.0% | -16.5% | 0.023% | |
5/16/2025 | Integrated Wealth Concepts LLC | 48,064 | $3.27M | 0.0% | -58.7% | 0.034% | |
5/15/2025 | Weitzel Financial Services Inc. | 652,736 | $42.63M | 20.4% | -1.8% | 0.468% | |
5/15/2025 | OLD Mission Capital LLC | 53,158 | $3.62M | 0.0% | N/A | 0.038% | |
5/14/2025 | Ameriprise Financial Inc. | 1,425,130 | $96.84M | 0.0% | -7.3% | 1.022% | |
5/14/2025 | Flow Traders U.S. LLC | 80,624 | $5.48M | 0.2% | +399.2% | 0.058% | |
5/13/2025 | Blue Edge Capital LLC | 18,806 | $1.28M | 0.2% | +5.0% | 0.013% | |
5/13/2025 | EverSource Wealth Advisors LLC | 11,027 | $750K | 0.0% | +1,548.3% | 0.008% | |
5/13/2025 | Evensky & Katz LLC | 141,988 | $9.66M | 0.6% | -3.3% | 0.102% | |
5/12/2025 | SouthState Corp | 27,738 | $1.89M | 0.1% | N/A | 0.020% | |
5/12/2025 | Astor Investment Management LLC | 315,074 | $21.43M | 11.4% | -1.0% | 0.226% | |
5/9/2025 | Cary Street Partners Financial LLC | 84,001 | $5.71M | 0.2% | -2.0% | 0.060% | |
5/9/2025 | L & S Advisors Inc | 12,339 | $839K | 0.1% | +16.0% | 0.009% | |
5/8/2025 | TIAA Trust National Association | 8,189 | $557K | 0.0% | -2.5% | 0.006% | |
5/8/2025 | Wealthquest Corp | 1,085,420 | $73.82M | 3.3% | -2.4% | 0.776% | |
5/8/2025 | Goodman Financial Corp | 5,565 | $378K | 0.1% | -34.7% | 0.004% | |
5/8/2025 | RVW Wealth LLC | 996,174 | $67.75M | 6.4% | +215.3% | 0.712% | |
5/8/2025 | Roble Belko & Company Inc | 135,175 | $9.19M | 1.5% | +100.6% | 0.097% | |
5/8/2025 | Arkadios Wealth Advisors | 9,702 | $660K | 0.0% | +18.2% | 0.007% | |
5/6/2025 | Wedbush Securities Inc. | 11,933 | $812K | 0.0% | -5.1% | 0.009% | |
5/6/2025 | Winch Advisory Services LLC | 584,256 | $39.74M | 10.5% | +1.9% | 0.418% | |
5/2/2025 | Graypoint LLC | 51,043 | $3.47M | 0.2% | +1.9% | 0.036% | |
5/2/2025 | Burns Matteson Capital Management LLC | 10,216 | $695K | 0.3% | N/A | 0.007% | |
5/2/2025 | BIP Wealth LLC | 237,082 | $16.12M | 1.1% | +8.5% | 0.170% | |
5/2/2025 | SBI Securities Co. Ltd. | 3,123 | $212K | 0.0% | +8.9% | 0.002% | |
5/1/2025 | Isthmus Partners LLC | 79,508 | $5.41M | 0.7% | +1.2% | 0.057% | |
5/1/2025 | Hughes Financial Services LLC | 1,481,754 | $101.09M | 19.8% | -0.9% | 1.060% | |
5/1/2025 | Sentinel Trust Co. LBA | 21,263 | $1.45M | 0.2% | -48.1% | 0.015% | |
4/30/2025 | Financial Gravity Asset Management Inc. | 30,717 | $2.09M | 0.5% | N/A | 0.022% | |
4/30/2025 | Moloney Securities Asset Management LLC | 212,412 | $14.45M | 1.9% | +166.4% | 0.152% | |
4/30/2025 | Synergy Investment Management LLC | 5,653 | $384K | 0.2% | -19.6% | 0.004% | |
4/29/2025 | Bank of New York Mellon Corp | 10,485 | $713K | 0.0% | -3.7% | 0.007% | |
4/29/2025 | Columbia River Financial Group LLC | 1,423 | $96K | 0.1% | N/A | 0.001% | |
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4/28/2025 | Rosenberg Matthew Hamilton | 685,690 | $46.63M | 11.7% | +9.8% | 0.490% | |
4/28/2025 | First Horizon Advisors Inc. | 16,767 | $1.14M | 0.0% | -3.9% | 0.012% | |
4/28/2025 | Private Trust Co. NA | 15,903 | $1.08M | 0.1% | +25.2% | 0.011% | |
4/28/2025 | Arlington Trust Co LLC | 11,065 | $753K | 0.2% | +36.7% | 0.008% | |
4/24/2025 | Tsfg LLC | 3,504 | $238K | 0.0% | -9.1% | 0.003% | |
4/24/2025 | Jaffetilchin Investment Partners LLC | 515,968 | $35.09M | 2.5% | -0.8% | 0.369% | |
4/23/2025 | Western Wealth Management LLC | 121,967 | $8.30M | 0.5% | +7.4% | 0.087% | |
4/23/2025 | Fourth Dimension Wealth LLC | 150,871 | $10.26M | 5.0% | -12.6% | 0.108% | |
4/23/2025 | AIFG Consultants Ltd. | 48,315 | $3.29M | 5.4% | -7.9% | 0.035% | |
4/21/2025 | L.M. Kohn & Company | 22,148 | $1.51M | 0.4% | +21.7% | 0.016% | |